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How to Remove the Billable Option from the Add Time Lightbox

Some customers have asked if it’s possible to remove the billable option when adding new time entries. The goal is to prevent users from changing the billable status from its default setting. For example, on billable projects, they want to ensure users can’t uncheck the billable option and accidentally save the time as unbillable. At […]

Multi-project Budgets vs. Actuals

The Project Budgets vs. Actuals report provides a detailed account of budgeted and actual time for multiple projects at once. This report is similar to the Estimated vs. Actual page that is available under each individual project. In fact, it includes the same data points. The difference is that the multi-project report can be filtered […]

How do I Include Unbillable Time on an Invoice?

Intervals features the ability to build an invoice from your company’s timesheets. It works by pulling in all of the billable time entries that match the project and date range you provide. Because invoices are used for client billing, the default behavior is to not include unbillable time on the invoice. However, we’ve had customers […]

Can I copy a Milestone to another Project?

Simply put, a milestone is a collection of tasks inside of a project. The milestone feature makes it easy to break down larger projects with a lot of tasks into smaller deliverables. For example, a milestone could be a project phase, or an Agile sprint. They are flexible and have an unlimited number of practical […]

How Intervals Can Help Maintain Compliance with the EU Time Tracking Law

The EU time tracking law, know as the Working Time Directive 2003/88/EC, applies to all European Union member states and regulates the amount of time employees can work. It’s designed to protect the health and safety of employees, mainly by limiting the number of hours they can work each week. Intervals time tracking software can […]

How to Use Intervals as a Bug Tracking System

Intervals is a robust task management platform with advanced time tracking features. It’s flexible and adaptable, which makes Intervals incredibly easy for teams to customize. Intervals is ideal for workflows that are similar to task management, such as bug tracking. In fact, many of Intervals’ task management features were influenced by some of our favorite […]

How to Use Intervals as a Ticketing System

At its core, Intervals is a powerful and comprehensive time tracking and task management platform. It’s also flexible and adaptable, which makes Intervals incredibly easy to customize. This makes Intervals ideal for workflows that are similar to task management, such as ticketing. In fact, many of Intervals task management features were influenced by some of […]

Measuring progress by module with a project time summary

One of Intervals more powerful features is its ability to break down a project’s tasks into modules. What are modules? Think of them as a list of task categories available to all of your projects. For example, modules can be used to break down a project into phases like discovery, design, development, and deployment. Once […]

How to Calculate Profitability with Reports and Excel

One of the core strengths of Intervals is its comprehensive and intuitive time tracking features. Whether or not you bill hourly for your time, tracking your working hours in Intervals results in a trove of useful data that can be analyzed using a suite of fast and flexible reports. In this help article, we’ll show […]

How to customize your theme colors

Intervals includes several options for changing the visual appearance of your account. One such option is the theme color editor, which allows you to customize colors using any predesigned template as the base. This article explains the how to customize your Intervals account using the theme editor. Using the custom theme editor First, go to […]

How can I reschedule multiple tasks at once?

A customer recently reached out to us with the following inquiry: I often have many tasks in a project. I move them along day by day as I reschedule and eventually close them. But I have to move tasks one-by-one. I would rather drag the entire project to the next date. I see that is […]

How to move a task from one project to another

The task management features of the Intervals platform follow a hierarchical structure, where each task belongs to a single project. Sometimes, there might be a need to move a task from one project to another. Here’s how to do it. First, make sure that all of the dependencies on the task have been allocated to […]

How to Copy a Weekly Timesheet

Copying a weekly timesheet is an ideal tool for people who perform repetitive tasks from week to week. And because you select which time entries to copy, this is a fast and convenient way to enter a day or a week’s worth of time all at once. How it works Copying a weekly timesheet is […]

Introduction to the Task Card View (Kanban Board)

The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the task card view and illustrates how to take advantage of its many features. What is the card view? Like the default table view, the card view includes […]

Introduction to the Default Table View for Tasks

The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the default task table view and illustrates how to take advantage of its many features. What is the table view? The table view includes a comprehensive set of […]

Introduction to the Simple View for Tasks

The task list page, found under the Tasks tab, provides three different views — the default table view, card view, and simple view. This help article explains the simple view and illustrates how to take advantage of its many features. What is the simple view? Like the default table view, the simple view includes the […]

How to manage project labels

Project labels, found under the Settings & Defaults section of your account, provide a way to customize your workflows at the project level. The labels in your list could be project steps, phases, tags, or categories. It’s really up to you how you want to customize your project labels. For example, this list can be […]

How to view other people’s timesheets

Intervals limits the viewing, editing, and approving of other people’s timesheets to only administrator level users. This is by design. A person’s timesheet captures time across multiple projects. A manager level user may or may not have access to those same projects. An administrator level user, however, is able to view all people and projects, […]

How to create and manage a retainer project

Intervals is a flexible project management tool that is agnostic in regards to fixed price, time and material, and retainer projects. This flexibility enables you to designate and track different types of billable projects. This help article will cover our recommended best practices for configuring and managing a retainer project. Creating the project Create the […]

How do I transfer account ownership to another administrator?

Intervals requires that the administrator level user who initially created the account be designated as the Intervals Administrator. This designation grants that person, as well as the Billing Contact, ownership of the account and authority to request account level changes via our support team. This person cannot have their account deactivated. However, there are scenarios […]

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